EFIMIS

Login
Sign up

Home Submit a ticket My Tickets

Guides

Knowledge Base

Safe Custody
- Safe Custody
Reports
- Reports
- How to stop reports opening in Protected View - EvolveGo
Settings
Chrome Extension
- Chrome Extension

Precedents & Automation

Precedents
Document Automation

Technical Documentation

Release Notes
Technical Documentation
Client Services
- Supporting Your Practice

Communicate

Communicate

Getting Started

Getting Started

Integration

Zoom Integration
- Setting up a Zoom account
- Authorising your Zoom Integration
InfoTrack
- Insert Electronic Signatures with Infotrack: DocuSign
EvolveGo Mobile
- The EvolveGo Mobile App

Guides

General
Accounting Reports
Accounts Settings
Banking
Bank Reconciliations
Client / Trust Payments & Receipts
Disbursements & Cost Recoveries
Entities
- Changing Entities in EvolveGo
General Ledger
Invoicing
Office Payments & Receipts
Receipt & Payment Requisitions
Suppliers & Purchases
Statements
- Statements
Work Items
Workflows
- Creating Workflows

Webinars

Feature Webinars

How To's & FAQs

How To's
FAQs

Learning

Module 1: Trust Accounting
Module 2: Office Accounting
Module 3: Disbursements
Module 4: Purchases
Module 5: Invoicing
Module 6: Requisitions

Home Guides

Precedents & Automation

Create a Precedent
Revert a Precedent to a Previous Version
Add a PDF Precedent
Organising Precedents
Updating the Addressee or Container on an Existing Precedent

View all

Document Automation

Next Step
Tasks
Add an Automation Field
Add an If / Then / Else
Add an Ask Question

View all

Home My Tickets Download Teamviewer